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Coda Form Tips & Tricks

Ways to customize form experiences in Coda.
Below are two tables linked via lookup columns: "Fruits and Veggies" and "Food Groups." A third table--"Food Orders" is set up to allow users to submit an order for specific fruits or veggies.

Fruits and Veggies

1
2
3
4
5
6
Name
Food Group
Apple
Fruits
Orange
Fruits
Banana
Fruits
Carrot
Vegetables
Squash
Vegetables
Broccoli
Vegetables
There are no rows in this table
Food Groups
1
2
Name
Examples
Fruits
Apple
Orange
Banana
Vegetables
Carrot
Squash
Broccoli
There are no rows in this table

In the "Food Orders" form, I've set up a filter on the "Specific Food" drop down so that it will only populate foods that match the set "Food Group" to help streamline the form and ensure users can quickly find the values that they're looking for without scrolling through irrelevant values.
Food Orders
3
If you publish the form, you can use UTM parameters to pre-fill form values. The buttons below prepopulate a value for the "Food Group" field by taking you to the published form and adding UTM parameters to the hyperlink. If you click into their formulas, you'll see how that was setup, but walks through the process as well!
Order Fruit
Order Vegetables
You can also create separate form views of the same "Food Order" table that have their own layout and questions. I've created two below that are specific to Internal and External Food Orders.
I've also created two controls: one for if it's an internal or external order and another for if it's a Fruit or Vegetable order. Those two controls then adjust the UTM parameters applied to the button to prefill the fields, effectively customizing the form experience for the user.
Order Type:
Blank
Category Group:
Blank
Select Order Type and Food Group
Internal Food Orders
3
External Food Orders
3

Below are the results of all Food Order form submissions if you'd like to play around with them and see how the results come through.
Placed Food Orders
3
Order Type
Food Group
Specific Food
1
External
Fruits
Apple
2
External
Vegetables
Squash
3
Internal
Fruits
Banana
4
Internal
Vegetables
Carrot
5
Internal
Fruits
Orange
6
Internal
Vegetables
Carrot
There are no rows in this table

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